Michael Treft
Souders Financial Advisors · Cincinnati, Ohio
Michael Treft is a fee-only financial advisor at Souders Financial Advisors in Cincinnati, Ohio. Souders Financial Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Michael →
Facts
| Firm | Souders Financial Advisors |
|---|---|
| Based in | Cincinnati, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.41B across 3,616 accounts |
| SEC registration | Investment adviser representative in IN, OH · CRD 7242284 |
| Exams passed | Series 65 (2020) |
| Firm size | 21 employees |
| Disclosures | None reported |
| Website | www.scaohio.com |
How Michael's firm compares
- Souders Financial Advisors's average account is about $390,000, from its Form ADV (assets managed divided by 3,616 accounts).
Request an introduction to Michael
Tell Michael a little about what you're looking for. Michael isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Michael
Is Michael Treft a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Souders Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michael charge for financial advice?
Michael's firm, Souders Financial Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Michael Treft based?
Michael Treft is based in Cincinnati, Ohio.
Is Michael Treft registered with the SEC?
Yes. Michael Treft is registered as an investment adviser representative in IN and OH (CRD 7242284), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Souders Financial Advisors manage?
Souders Financial Advisors reports $1.41B across 3,616 accounts in assets under management.
How do I contact Michael Treft?
Through Michael's website, www.scaohio.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.